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Income Jobs in Dallas, TX

Last updated: 20 hours ago
  • Promoted
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Retirement Income Annuities Consultant

Retirement Income Annuities Consultant

Level Four GroupDallas, Texas, United States, 75251
Full-time
Quick Apply
Our Team is growing, and we need you!.Come be a part of this disruption in the financial services marketplace!.By joining the Level Four family of companies, you’ll be joining one of the fastest gr...Show moreLast updated: 20 hours ago
SALT Manager Income Franchise - Corporate

SALT Manager Income Franchise - Corporate

KPMG-UnitedStatesDallas, TX
SALT Manager Income Franchise - Corporate.At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers ...Show moreLast updated: 30+ days ago
Income Tax Manager

Income Tax Manager

Unity Search GroupIrving, TX, US
Permanent
Quick Apply
Income Tax Manager – 2 days remote.Large publicly traded company in Las Colinas is looking for an Income Tax Manager to focus on federal income tax provision and compliance.This opening is due...Show moreLast updated: 27 days ago
  • Promoted
MANAGER, LIFE / HEALTH / RETIREMENT INCOME

MANAGER, LIFE / HEALTH / RETIREMENT INCOME

USAATX, United States
$85,040.00–$153,080.00 yearly
Full-time
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...Show moreLast updated: 1 day ago
Divisional Other Income Specialist

Divisional Other Income Specialist

Loves Travel Stops & Country StoreDallas, TX, US
This position can based out of Oklahoma City.Frequent travel will be required for this position.Responsible for traveling to Love’s store locations throughout the assigned region and assessing, adv...Show moreLast updated: 30+ days ago
Director - Federal Income Tax Research & Planning

Director - Federal Income Tax Research & Planning

AT&TDallas, Texas
$143,800.00–$215,800.00 yearly
Full-time
We are seeking a highly motivated and experienced Director of Tax to lead federal income tax planning initiatives.The ideal candidate will be responsible for directing federal income tax planning f...Show moreLast updated: 30+ days ago
  • Promoted
Retirement Income Annuities Consultant

Retirement Income Annuities Consultant

Level Four Group, LLCDallas, TX, US
Full-time
Our Team is growing, and we need you!.Come be a part of this disruption in the financial services marketplace!.By joining the Level Four family of companies, you’ll be joining one of the fast...Show moreLast updated: 1 day ago
Director of Fixed Income Strategy

Director of Fixed Income Strategy

Sunflower BankDALLAS, TX, US
Set overall direction and strategy for the fixed income process.Oversee fixed income holdings within client accounts.Prepare monthly reports on performance and markets for the Investment Policy Com...Show moreLast updated: 30+ days ago
  • Promoted
Fixed Income / Institutional Sales Professional (CO, TX, AZ, CA, WA))

Fixed Income / Institutional Sales Professional (CO, TX, AZ, CA, WA))

Fifth Third BankDallas, TX, United States
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION : Responsible ...Show moreLast updated: 28 days ago
  • Promoted
Behavioral Health Technician - Earn extra income

Behavioral Health Technician - Earn extra income

Centria AutismDallas, TX, United States
$15.00–$18.00 hourly
Full-time
Do you excel in building relationships with children and their families with trust and care?.Do you have a passion for helping neurodiverse children feel great about themselves while building confi...Show moreLast updated: 30+ days ago
Tax Manager – State & Local Tax - Income

Tax Manager – State & Local Tax - Income

Andersen Tax LLCDallas, TX, US
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!.At Andersen, we don't just offer a career. we provide a thrilling expedition into the world of Tax, Valuation,...Show moreLast updated: 30+ days ago
Senior Income Tax Accountant

Senior Income Tax Accountant

RexelDallas, TX, US
The position of Senior Tax Accountant will be based out of our Dallas, TX locations!.The Senior Income Tax Accountant is responsible for US federal and multistate income tax compliance and financia...Show moreLast updated: 30+ days ago
Remote Part time Life Insurance Sales- Supplement Your Income

Remote Part time Life Insurance Sales- Supplement Your Income

Ea Agency / Symmetry Financial GroupDallas, TX, US
$100,000.00 yearly
Remote
Quick Apply
Must be authorized to work in the US, no work visas offered at this time.This is a 100% COMMISSION ONLY position Are you looking to supplement your income? Are you looking to earn extra money worki...Show moreLast updated: 30+ days ago
State Income and Franchise Tax Senior - Multistate

State Income and Franchise Tax Senior - Multistate

DeloitteDallas, Texas, US
$68,180.00–$144,300.00 yearly
Are you a strategic and creative Multistate Tax professional who likes solving complex state tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solution...Show moreLast updated: 30+ days ago
Switch from Solar Sales to Insurance Income!

Switch from Solar Sales to Insurance Income!

Griffin AgencySunny Acres, TX, US
$120,000.00 yearly
Quick Apply
Who We Are : We are an insurance technology and distribution platform that is transforming the industry.We have developed a paperless, data driven underwriting process that allows us to issue polic...Show moreLast updated: 30+ days ago
Director of Federal Income Tax Research and Planning

Director of Federal Income Tax Research and Planning

Unity SearchDallas, TX
Unity Search has been exclusively retained by a Fortune 100 company in its search for a Tax Research & Planning Director to structure major transactions and work with the M&A deal teams.Leading fed...Show moreLast updated: 30+ days ago
  • Promoted
State and Local Tax Manager - Income & Franchise Tax

State and Local Tax Manager - Income & Franchise Tax

WeaverDallas, TX, United States
Full-time
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting,...Show moreLast updated: 2 days ago
Retirement Income Annuities Consultant

Retirement Income Annuities Consultant

Level Four GroupDallas, Texas, United States, 75251
20 hours ago
Job type
  • Full-time
  • Quick Apply
Job description

Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer :

  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More…

Come take your career path to the next level!

The Retirement Income Consultant will be a member of the Retirement Income team, supporting the general day-to- day operations with a focus on new account opening processes and procedures of Level Four Insurance. This individual will be working in the corporate home office, reporting to the Director of Retirement Income; but will be indirectly supporting 150+ Wealth Advisors across the country. This position is a critical connection point in the relationships between the Advisors and the home office staff.

Essential responsibilities and tasks of the Retirement Income Consultant are :

  • Serve as the primary resource for product inquiries, solutions, and current rate expertise via phone support for Level Four advisors.
  • Deliver annuity training to advisors and agency management via video conferencing, covering products, solutions, technologies, and applications.
  • Drive overall annuity business growth within the agency.
  • Analyze annuity holdings, develop tailored proposals, and effectively communicate annuity product objectives.
  • Provide up-to-date rate information as needed.
  • Execute communication, sales, and growth strategies.
  • Act as a subject matter expert on annuity products and technology platforms.
  • Conduct consultative and educational sales calls and presentations for advisors.
  • Document all interactions in the wholesaler CRM system
  • Additional duties as required

    • Successful Retirement Income Consultant candidates will have :

    Required

  • Insurance License
  • 1+ years of experience in Broker / Dealer / RIA industry or back office support
  • Proficient in Microsoft Office Suite
  • Strong professional communication (written and verbal) skills
  • Exceptional Attention to detail
  • Strong organizational skills and be able to take initiative
  • Bachelor’s degree or relative experience
  • Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in verbal and written interactions
  • Possesses critical thinking, analytical and problem-solving skills
  • Enjoys working in a fast-paced, team-oriented environment
  • The ability to maintain accuracy and focus when working with large amounts of data

    • Preferred

  • Prior experience opening client investment accounts in a wealth management office
  • Current or prior Series 7, 66, 63 and / or 65 registrations
  • Knowledge of variable annuities
  • Salesforce
  • Orion
  • Raymond James BranchNet / ClientWorks

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